Santa Barbara, United States of America
Impact Family Office provides customized financial services to clients seeking to maximize their impact. The company offers a comprehensive onboarding service, the Bus Book, which aligns financial resources with lifestyle and values. As an independent trustee, they execute estate plans and emphasize the importance of the relationship between beneficiaries. Through this approach, clients can create a lasting legacy for good. Impact Family Office serves family office clients by coordinating their financial resources to achieve maximum impact. This is made possible through their unique services, including the Bus Book, tailored to meet individual client needs.
Impact Family Office worked with
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Coast Village Circle, Santa Barbara, CA, 93108 Headquarter | 🇺🇸 United States of America | Get directions |